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ENSIGN GROUP, INC（ENSG）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是ENSIGN GROUP, INC的1.6倍（$2.1B vs $1.3B），英格索兰净利率更高（12.7% vs 7.1%，领先5.6%），ENSIGN GROUP, INC同比增速更快（19.0% vs 10.1%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs 11.9%）
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
ENSG vs IR — 直观对比
营收规模更大
IR
是对方的1.6倍
$1.3B
营收增速更快
ENSG
高出8.9%
10.1%
净利率更高
IR
高出5.6%
7.1%
两年增速更快
ENSG
近两年复合增速
11.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $95.5M | $266.1M |
| 毛利率 | 20.3% | 42.6% |
| 营业利润率 | 9.2% | 18.7% |
| 净利率 | 7.1% | 12.7% |
| 营收同比 | 19.0% | 10.1% |
| 净利润同比 | 19.8% | 15.8% |
| 每股收益（稀释后） | $1.61 | $0.67 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ENSGIR
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.0B | $1.8B | ||
| Q1 24 | $1.0B | $1.7B |
净利润ENSGIR
| Q4 25 | $95.5M | $266.1M | ||
| Q3 25 | $83.8M | $244.1M | ||
| Q2 25 | $84.4M | $-115.3M | ||
| Q1 25 | $80.3M | $186.5M | ||
| Q4 24 | $79.7M | $229.8M | ||
| Q3 24 | $78.4M | $221.6M | ||
| Q2 24 | $71.0M | $185.0M | ||
| Q1 24 | $68.8M | $202.2M |
毛利率ENSGIR
| Q4 25 | 20.3% | 42.6% | ||
| Q3 25 | 19.0% | 43.7% | ||
| Q2 25 | 20.4% | 43.7% | ||
| Q1 25 | 20.9% | 44.6% | ||
| Q4 24 | 20.8% | 42.9% | ||
| Q3 24 | 20.5% | 43.8% | ||
| Q2 24 | 20.8% | 43.9% | ||
| Q1 24 | 20.9% | 44.7% |
营业利润率ENSGIR
| Q4 25 | 9.2% | 18.7% | ||
| Q3 25 | 7.5% | 19.2% | ||
| Q2 25 | 8.5% | 4.0% | ||
| Q1 25 | 8.6% | 17.6% | ||
| Q4 24 | 8.9% | 20.0% | ||
| Q3 24 | 8.3% | 19.1% | ||
| Q2 24 | 8.3% | 15.1% | ||
| Q1 24 | 8.1% | 17.6% |
净利率ENSGIR
| Q4 25 | 7.1% | 12.7% | ||
| Q3 25 | 6.5% | 12.5% | ||
| Q2 25 | 6.9% | -6.1% | ||
| Q1 25 | 6.8% | 10.9% | ||
| Q4 24 | 7.0% | 12.1% | ||
| Q3 24 | 7.3% | 11.9% | ||
| Q2 24 | 6.9% | 10.2% | ||
| Q1 24 | 6.8% | 12.1% |
每股收益（稀释后）ENSGIR
| Q4 25 | $1.61 | $0.67 | ||
| Q3 25 | $1.42 | $0.61 | ||
| Q2 25 | $1.44 | $-0.29 | ||
| Q1 25 | $1.37 | $0.46 | ||
| Q4 24 | $1.37 | $0.57 | ||
| Q3 24 | $1.34 | $0.54 | ||
| Q2 24 | $1.22 | $0.45 | ||
| Q1 24 | $1.19 | $0.50 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $572.4M | $1.2B |
| 总债务越低越好 | $144.4M | $4.8B |
| 股东权益账面价值 | $2.2B | $10.1B |
| 总资产 | $5.5B | $18.3B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资ENSGIR
| Q4 25 | $572.4M | $1.2B | ||
| Q3 25 | $506.3M | $1.2B | ||
| Q2 25 | $418.4M | $1.3B | ||
| Q1 25 | $344.5M | $1.6B | ||
| Q4 24 | $526.9M | $1.5B | ||
| Q3 24 | $571.0M | $1.4B | ||
| Q2 24 | $501.5M | $1.1B | ||
| Q1 24 | $526.3M | $1.5B |
总债务ENSGIR
| Q4 25 | $144.4M | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | $148.4M | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益ENSGIR
| Q4 25 | $2.2B | $10.1B | ||
| Q3 25 | $2.1B | $10.1B | ||
| Q2 25 | $2.0B | $10.1B | ||
| Q1 25 | $1.9B | $10.5B | ||
| Q4 24 | $1.8B | $10.2B | ||
| Q3 24 | $1.7B | $10.3B | ||
| Q2 24 | $1.7B | $10.0B | ||
| Q1 24 | $1.6B | $9.9B |
总资产ENSGIR
| Q4 25 | $5.5B | $18.3B | ||
| Q3 25 | $5.2B | $18.2B | ||
| Q2 25 | $4.9B | $18.1B | ||
| Q1 25 | $4.8B | $18.4B | ||
| Q4 24 | $4.7B | $18.0B | ||
| Q3 24 | $4.6B | $18.2B | ||
| Q2 24 | $4.4B | $17.8B | ||
| Q1 24 | $4.3B | $15.5B |
负债/权益比ENSGIR
| Q4 25 | 0.06× | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | 0.08× | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $183.3M | $499.0M |
| 自由现金流经营现金流 - 资本支出 | — | $461.5M |
| 自由现金流率自由现金流/营收 | — | 22.1% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 1.92× | 1.88× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流ENSGIR
| Q4 25 | $183.3M | $499.0M | ||
| Q3 25 | $153.0M | $354.6M | ||
| Q2 25 | $155.7M | $245.7M | ||
| Q1 25 | $72.2M | $256.4M | ||
| Q4 24 | $100.5M | $526.2M | ||
| Q3 24 | $134.5M | $404.0M | ||
| Q2 24 | $76.9M | $304.9M | ||
| Q1 24 | $35.3M | $161.6M |
自由现金流ENSGIR
| Q4 25 | — | $461.5M | ||
| Q3 25 | — | $325.5M | ||
| Q2 25 | — | $210.4M | ||
| Q1 25 | — | $222.7M | ||
| Q4 24 | — | $490.9M | ||
| Q3 24 | — | $374.3M | ||
| Q2 24 | — | $283.1M | ||
| Q1 24 | — | $99.3M |
自由现金流率ENSGIR
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 5.9% |
资本支出强度ENSGIR
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 3.7% |
现金转化率ENSGIR
| Q4 25 | 1.92× | 1.88× | ||
| Q3 25 | 1.82× | 1.45× | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 0.90× | 1.37× | ||
| Q4 24 | 1.26× | 2.29× | ||
| Q3 24 | 1.71× | 1.82× | ||
| Q2 24 | 1.08× | 1.65× | ||
| Q1 24 | 0.51× | 0.80× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
